An enthusiastic tax preparer & reviewer leading a team of 5-6 people, with around 5 years of experience in the creation and submission of Federal and State tax returns. Specializes in taxes with strong analytical skills and the ability to streamline processes for better efficiency.
Total Experience
4 Years 10 Months
Asst. Manager/Manager - Tax
Preparing and reviewing corporate and individual tax returns (1040, 1065, 1120S, 1120, 990, 1041, etc.).
Led multiple individual and small business tax engagements, advising clients on tax implications and identifying methods of complying with tax regulations.
Conceptualized and implemented analytical procedures to improve return preparation cycle time, saving ~30% of the time.
Corporate Tax Returns: Passing required JEs, completing books of accounts, and preparing tax returns with schedules and apportioning incomes.
Reviewing organizer details and corroborating with available documents to determine tax implications.
Reviewing adjustments to reconcile books and tax differences and preparing M-1, M-2, M-3 adjustments and necessary work papers.
Clearing diagnostics, passing AJEs, RJEs, FTJEs, etc., and preparing & reviewing work papers and cross-referencing.
Individual Tax Returns: Preparing individual tax returns, ensuring minimum tax liabilities, reconciling income with work papers, and verifying with previous year filings.
Ensuring tax return completeness by confirming with source documents and addressing client concerns.
Managing workflow, allocating tasks to teammates, and acting as a bridge between client and executive staff.
Proactive in identifying financial variations and suggesting solutions.
Sr. Specialist - Tax Accountant
Identifying and interpreting U.S. tax laws (federal and state) for individuals and corporates.
Interviewing clients to obtain additional information and documents related to taxable income and deductible expenses.
Preparing, reviewing, and coordinating U.S. tax return planning and preparation by analyzing and identifying client planning scope.
Keeping up to date with tax law changes, explaining them to the team, and maintaining summary notes.
Accounting duties: Categorizing, reconciling, and reviewing financials, preparing tax return data, and maintaining accurate accounting records.
Preparing accurate financial statements, journal entries, accounts payable, and accounts receivable.
Performing month-end reconciliations and ensuring compliance with accounting records.
